Wealth Management Associate/AVP/VP Research

Crisil; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Crisil is seeking a Research Analyst to conduct industry and financial research focused on the Wealth Management division of investment banks. You will estimate revenue and headcount at a granular level, build market size forecasts, and synthesize data into client-ready presentations and dashboards.

The role requires strong quantitative skills, MBA or finance postgraduate degree, and proficiency with Excel/PowerPoint, Bloomberg or Reuters, and excellent English communication.

Qualifications

• MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.
• Good knowledge about Private Banking, WM, AM and Portfolio Analysis; professional certifications like CFA, FRM, CAIA etc. will be an added advantage.
• Fluency in spoken and written English is essential.

Responsibilities

• Estimate granular product-level KPIs for Investment banks Wealth Management; build market size estimates for WM product revenues.
• Update and restructure revenue/headcount data from Coalition WM contacts and other sources.
• Derive product revenues/headcounts from deep-dive research and quantitative models.
• Build and update sector databases through data models in spreadsheets or customized apps.
• Explain and customize Coalition analysis to support WM strategy, sales, investor communication and senior management decisions.
• Gather information from a broad set of resources and present results via structured end-products (spreadsheets, reports, presentations).
• Complete ad hoc research requests and support WM benchmarking analytics.
• Manage and collaborate with a team of analysts on multiple projects.

Skills

Quantitative analysis

MS Excel

PowerPoint

English communication

Team collaboration

Education

MBA or postgraduate degree in finance/business/economics

Tools

Bloomberg

Thomson Reuters

Job description

The job involves conducting industry and financial research to analyze and estimate revenue/headcount of investment banks Wealth Management division at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks.

Key responsibilities involve:

• Estimate granular, product level key performance metrics for Investment banks Wealth Management division (e.g., Revenue, Headcount, product structure, revenue types, captive flows) and create market size estimates for WM product revenues (e.g. UHNW, HNW, MA, Retail, AM, CCB etc) Build relationships between macroeconomic indicators and WM performance metrics to arrive at forecasts/ estimates for the above KPIs
• Update and restructure revenue / headcount data based on qualitative and quantitative information from Coalition contacts in the WM industry
• Independent decision making to derive product revenues / HC estimates based on deep dive product research and extrinsic indicators baked into the quantitative model.
• Build and update sector databases through data models in Spreadsheet and / or customized applications
• Explain, defend and customize Coalition analysis to support key client initiatives in WM strategy, sales franchise decision, investor communication, strategic decision making, and for senior management consumption
• Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g. on-line databases, internet, external researchers etc.). Communicate research results through the creation of structured / customised end-products (spreadsheets, reports, presentations etc.)
• Complete ad hoc research requests, knowledge building and business development activities necessary for the build out of WM benchmarking analytics
• Manage and / or work with an expanded team of analysts while working on multiple projects

The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience:

REQUIRED EXPERIENCE AND SKILLS

• MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields.
• Good knowledge about Private Banking, WM, AM and Portfolio Analysis Professional certifications like CFA, FRM, CAIA etc.
• would be an added advantage.
• Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative Ability to take decisions while working with unstructured and limited information Responsible attitude and ability to complete tasks proactively and in a timely manner Well-developed interpersonal and active listening skills Prior experience of 3 years or more in financial research / analytics Sound knowledge of global capital markets products and WM operations A strong degree of independence and self-motivation Fluency in spoken and written English is essential Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred .